Course information

HubSpot CRM Training​ Course Outline

Module 1: Introduction to HubSpot CRM

  • What is CRM?
  • HubSpot CRM Features List
  • What HubSpot has to Offer?
  • Launch HubSpot CRM

Module 2: Create Contacts, Companies, and Deals

  • Create Contacts Manually
  • Import Contacts
  • Edit Contact Information
  • Add and Edit Companies
  • Adding and Updating Deals

Module 3: Track and Report

  • Work with Reports
  • Create and use Snippets
  • Work with Email Templates
  • Add and Maintain Documents

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Who should attend this HubSpot CRM Training Course?

This HubSpot CRM Training Course is beneficial for a wide range of individuals and professionals looking to enhance their understanding and skills in using the HubSpot CRM platform. This HubSpot CRM Training can benefit a wide range of professionals, including:

  • Sales Representatives
  • Marketing Professionals
  • Business Owners
  • Customer Service Teams
  • Managers and Team Leads
  • Entrepreneurs and Startups
  • Sales Managers

Prerequisites of the HubSpot CRM Training Course

There are no formal prerequisites for attending this HubSpot CRM Training Course.

HubSpot CRM Training Course Overview

HubSpot is a powerful CRM that is designed to work seamlessly with the HubSpot sales, customer service, and marketing tools. It can help you sell better, market better, and gain more powerful insights from customer interactions. This HubSpot CRM Training offers an in-depth exploration of its functionalities, focusing on how it streamlines customer interactions and enhances business efficiency.

Understanding HubSpot CRM is essential for marketing and sales professionals aiming to optimise customer relationships and drive business growth. This training is particularly beneficial for those looking to leverage digital tools for customer engagement, data management, and sales processes. HubSpot CRM Training is a vital resource for professionals seeking to integrate advanced CRM strategies into their business operations.

This 1-day HubSpot CRM Training provides the delegates with the sales tools and strategy to help your sales team focus on the best prospects in your funnel, dives into the basics of using HubSpot CRM, and examines how to streamline the sales process with the management and automation tools. This training is designed to enhance participants' proficiency in managing customer relationships, ensuring they can apply these skills immediately in their professional roles.

Course Objectives

  • To familiarise delegates with the interface and features of HubSpot CRM
  • To demonstrate effective techniques for managing customer data within HubSpot
  • To provide insights into customising and automating HubSpot CRM processes
  • To teach strategies for using HubSpot CRM in sales and marketing campaigns
  • To enhance skills in analysing customer interactions and data through HubSpot
  • To empower delegates with practical knowledge for immediate application in their roles

Upon completion of this HubSpot CRM Training, delegates will possess a thorough understanding and practical knowledge of HubSpot CRM. This expertise will empower them to effectively manage customer relationships and data, significantly contributing to their organisation's marketing and sales success.

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What’s included in this HubSpot CRM Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • HubSpot CRM Certificate
  • Digital Delegate Pack

Why choose us

Our Charlotte venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Charlotte is the biggest city in the state of North Carolina. It is the third fastest growing major city in the United States.  It has an estimated population of 810,000 people. Charlotte is home to the corporate headquarters of Bank of America. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. The public school system in North Carolina is the second largest system in the state and the 17th largest in the whole of the United States. There is an estimate 150,000 pupils being taught in the 164 public schools of Charlotte. Charlotte is the home of many notable universities. For example Central Piedmont Community College, Charlotte School of Law, Johnson C. Smith University and the University of North Carolina are all based in Charlotte. The University of North Carolina is the biggest in the city with 27,000 students. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as Buffalo.

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Address

Charlotte, North Carolina

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Hubspot CRM Training Course in Charlotte. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Hubspot CRM Training Course in Charlotte, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Hubspot CRM Training Course in Charlotte FAQs

There are no formal prerequisites for the HubSpot CRM Training Course.
This HubSpot CRM Training is designed for those who want to learn about CRM.
We can provide support via phone & email prior to attending, during and after the HubSpot CRM Training Course.
In this course, delegates will have training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
This HubSpot CRM Training duration is 1 day.
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
Yes, HubSpot CRM is designed to be user-friendly and intuitive, making it relatively easy to learn compared to other CRM platforms.
Yes, HubSpot offers a comprehensive CRM platform that includes features for managing contacts, deals, tasks, and marketing activities.
HubSpot is ideal for small to medium-sized businesses, startups, and marketing agencies looking for a versatile CRM solution to manage their customer relationships and marketing efforts effectively.
Before the HubSpot CRM Course, familiarise yourself with basic CRM concepts and HubSpot's website and resources. Bring an open mind and readiness to learn during the session.
This HubSpot CRM Training will equip you with the skills to efficiently manage customer relationships, execute targeted marketing campaigns, and analyse CRM data, enhancing your effectiveness and productivity in your current role.
A HubSpot CRM professional in the UK earns between £25,000 to £50,000 annually, depending on experience. Senior professionals may earn £50,000 or more, especially in high-demand industries.
After completing the HubSpot CRM Course, apply your newfound skills in your job role. Consider pursuing additional certifications or advanced training to further enhance your expertise and career opportunities in CRM management.
The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking HubSpot CRM Course.
The training fees for HubSpot CRM Trainingin Charlotte starts from $2595
The Knowledge Academy is the Leading global training provider for HubSpot CRM Training.
Please see our CRM Training courses available in Charlotte
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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